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Can I Customize the Email Sent to Clients When Sharing a Bill Through Clio?

Objective:

  • Make changes to the email sent to Clients along with their Bill
  • Edit shared Bill through email
  • How a Bill addresses a client
  • Can I change the email's subject line when sharing a bill?

Environment:

  • Clio Manage

Additional Information:

You can include a message when sharing a Bill through Clio, but you cannot customize what is already included.

Answer:

Not at this time. If you would like to add your vote to this feature request feel free to call or chat in.

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